2 July 2024
Bigger Picture: Eyeing other AI-plays, but not Nvidia for the portfolio
Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses why market darling Nvidia has not featured in his portfolio, but instead he is eyeing other AI-related plays for better long term stability and value instead for the rest of the year.
Produced/Presented: Ryan Huang

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2 April 2024
Bigger Picture: Q1 tech rally fizzles out, what's next beyond rate cuts?
Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses how the market rally is broadening, why he's trimmed exposure from the banking sector as well as luxury stocks, while seeing value in underperformers like TSMC.

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28 November 2023
Bigger Picture: Identifying quality companies for your portfolio
Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses the traits he looks out for in quality companies, and where the magnificent 7 tech stocks rank on his list.

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